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5 Strategies for Effectively
Integrating SMS, IVR and Social

Kane Russell                  Amy Brennan
Vice President of Marketing   Marketing Manager
Waterfall Mobile              Angel
Your Presenters




          Kane Russell
          Vice President of Marketing
          Waterfall Mobile




          Amy Brennan
          Marketing Manager
          Angel
Today s Discussion




                             5 Steps
Angel &                        For
            Channel                      Audience
Waterfall                  Integrating
            Overview                       Q&A
 Mobile                     SMS, IVR
                           and Social
Angel Company Overview

!  Founded in 1999 as a BU of                        (NASDAQ: MSTR)
!  Patented IVR Technology: 25+ granted
!  Over 1,200 customers in 20 different industries
!  Over 10,000 applications deployed including many of nation s top consumer brands
!  Industry Awards for Technology Excellence
Why Move To the Cloud?




!  Highest level of security
!  Platform Scalability & Geo-Redundancy
!  Eliminate/reduce Capital Expense
!  Continual Technology Refresh
!  Speed to Market
!  Instant IT bandwidth
!  Pay for what you use
Angel Vision: Redefine Voice


                                                         Web               Mobile                SMS                    Email                Phone
                                                                                                                                                          Multi-Channel
                                                                                                                                                          Interaction Capability
Customer Experience Platform




                                                         MULTI-CHANNEL / MULTI-MODAL COMMUNICATION
                                                                                                                                                          Intuitive BI Analytics
                                                               On-Demand Business Intelligence Analytics

                                                               Name & Address   Phone Payment
                               Voice Biometrics                   Capture          Solution                 Real-time Transcription   GPS          Chat
                                                                                                 Mobility
                                                        CTI
                                                                                                                                                          Plug & Play Apps


                                                                                                                                                          Best-in-Breed Solutions

                                           Inbound IVR                               Outbound IVR                           Virtual Call Center




                                                                                                                                                          Seamless Data
                                                                                                                                         Data
                                                  CRM                                      ERP                                                            Integration
                                                                                                                                      Warehouses



                                                                      Web Accessible Data Integration
The IVR experience is just as
 important as the technology.
User-centered design methodologies, evaluation
tools, and best practices will deliver better IVR
        experiences and business results.
Let s Face it: Many People Hate
           IVRs…

1) You are asked by the agent to repeat
   information that you already
   provided.

2) You are made to listen to several
   minutes of nonsense before you are
   offered anything that you care about.

3) You are made to wait a long time
   only to be routed to an agent who
   doesn t know who you are or what
   you want.

4) You wait a long time only to discover
   that you are in the wrong queue.

5) You are bounced from one IVR
   system to another IVR system.
But They Like Good Automation

                      Good automation:!

                  •  Knows who you are…

                 •  Caters to your preferences…

                    •  Anticipates your needs…

Your order has
                       •  Respects your time…
been confirmed!
  Need Help?!
 888-692-6435!
                         •  Serves you quickly!
                                   !

                    And now… knows WHERE you are
Waterfall Mobile Overview

!  Founded August 2005
!  Offices in San Francisco (HQ), New York City and Austin, TX
!  Backed by $6B software fund Vista Equity Partners
!  Cross-channel mobile & social CRM
Channel Overview




SMS
IVR
Social

                Success comes down
                to execution
SMS Execution


                    How to create interactivity and
                    immediacy:
                    1)  Include time sensitivity in your
                        messaging
SMS is an           2)  Integrate a clear call to action
interactive and         informing next steps

immediate form of   3)  Focus on driving customer
                        lifetime value as opposed to
communication.          one-off engagement
                    4)  Use language appropriate for
                        the text message environment
                    5)  Mind time of day when
                        delivering messages
IVR Execution



                     Poor experience includes:

                     1)  Asked to repeat information that
                         you already provided
The IVR              2)  Made to listen to several minutes
experience is just       of non-substantive filler
as important as      3)  Made to wait a long time only to
                         be routed to an a agent
the technology.
                     4)  Wait a long time only to discover
                         that you are in the wrong queue
                     5)  Bounced from one IVR system to
                         another
Social Execution


                       Focus areas:

                       1)  Dedicate resources to listening to
                           social conversations
                       2)  Generate one-to-many
Social media is a          conversations with the desired
give and take means        audience
to engage a desired    3)  Use multimedia resources to
                           invigorate your social ecosystem
audience.
                       4)  Address negative feedback
                           honestly rather than covering up
                       5)  Embrace social across your
                           organization
5 Steps For Integrating SMS, IVR & Social



        Address the low hanging fruit


    Drive innovation with multiple channels


         Share data across channels


        Use data to inform and iterate


 Develop ongoing personalized conversations
1) Address The Low Hanging Fruit




Collect data via multiple   Integrate calls to action
        channels                 across media
Case In Point: Stella Artois




                      Multichannel commitment
                      increases # of eyeballs &
                      campaign trust
2) Drive Innovation With Multiple Channels


Roadmap

1)  Assess each individual
    channel to understand
    how it interrelates with
    others.
2)  Understand each
    channel’s role within a
    multichannel campaign
3)  Preplan the follow- up
    strategy
Case In Point: Jay Z Decoded


2011 Multi-platform search experience and interactive game
to decode Jay-Z s life and lyrics
1)  Pre-book launch, every page released to
    the public using encoded pages placed in
    strategic locations
2)  Fans decoded pages over the course of a
    month
3)  Clues found in person or online via
    Bing.com
4)  Text in unique game code from found and
    decoded pages
5)  Credit for decoding awarded online upon
    which players could share via social media
    sites
6)  Participants also entered to win various
    prizes including NYE Jay-Z concert
3) Share Data Across Channels


Moving from multichannel to cross-channel marketing


Multichannel marketing puts customers
and data as recipients of multi-pronged
communication strategy.
                                          CUSTOMERS   CHANNELS   BRAND




                              Cross-channel marketing puts customers and
                              data at the center of an integrated
                              communication strategy.
Case In Point: PayNearMe


Partnership between PayNearMe and 7-Eleven

1)  Allows for the purchase of online goods using
    zero cash or credit cards on hand.
2)  Users execute a purchase using their
    PayNearMe account and later settle the
    balance in person at a local retailer like 7-11.
3)  Account holders can check account balance,
    transaction history, and payments history in real
    time via the web, IVR and SMS.
4)  User-centric CRM, with user information shared
    and updated across SMS, IVR and online
    simultaneously.
4) Use Data To Inform And Iterate



      Subscriber Data                   Operational Data
 Segmentation points about              Analysis of subscriber
individual subscribers, such            behavior in aggregate, such
    as date of birth, gender,           as opt out rates, open rates,
         zip code, shoe size            inventive level




           Strategy: Send the right message, at the
          right time, to the right person, in the right place
                         in the optimal format
Case Almost Point: Assorted Campaigns


Stop marketing – create personalized engagement instead
5) Develop Ongoing Personalized Conversation



SMS, IVR and social
communication should replicate
consumer conversation.

1)  Interactive

2)  Ongoing

3)  One channel picks up where
another leaves off

4)  One-to-many communication
moves to one-to-one
5) Case Almost Point: PETA


Use collected data to personalize the conversation
Key Takeaways



Disseminate calls to action across media           Grab the low hanging fruit


Drive campaign innovation                          Use multiple channels


Develop a cross-channel perspective                Integrate SMS/IVR/Social data


Determine messaging strategy from data             Optimize to the user


Deepen engagement and insight over time            Create conversations



•  The result: Delight your customers by delivering the right message, at the right
   time, to the right person, in the right place in the optimal format.
Q&A




      Kane Russell
      Vice President of Marketing, Waterfall Mobile
      krussell@waterfallmobile.com
      Resources: Blog | eBooks




      Amy Brennan
      Marketing Manager, Angel
      abrennan@angel.com
      Resources: Blog | Mobility White Paper

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5 Strategies For Effectively Integrating SMS, IVR and Social

  • 1. 5 Strategies for Effectively Integrating SMS, IVR and Social Kane Russell Amy Brennan Vice President of Marketing Marketing Manager Waterfall Mobile Angel
  • 2. Your Presenters Kane Russell Vice President of Marketing Waterfall Mobile Amy Brennan Marketing Manager Angel
  • 3. Today s Discussion 5 Steps Angel & For Channel Audience Waterfall Integrating Overview Q&A Mobile SMS, IVR and Social
  • 4. Angel Company Overview !  Founded in 1999 as a BU of (NASDAQ: MSTR) !  Patented IVR Technology: 25+ granted !  Over 1,200 customers in 20 different industries !  Over 10,000 applications deployed including many of nation s top consumer brands !  Industry Awards for Technology Excellence
  • 5. Why Move To the Cloud? !  Highest level of security !  Platform Scalability & Geo-Redundancy !  Eliminate/reduce Capital Expense !  Continual Technology Refresh !  Speed to Market !  Instant IT bandwidth !  Pay for what you use
  • 6. Angel Vision: Redefine Voice Web Mobile SMS Email Phone Multi-Channel Interaction Capability Customer Experience Platform MULTI-CHANNEL / MULTI-MODAL COMMUNICATION Intuitive BI Analytics On-Demand Business Intelligence Analytics Name & Address Phone Payment Voice Biometrics Capture Solution Real-time Transcription GPS Chat Mobility CTI Plug & Play Apps Best-in-Breed Solutions Inbound IVR Outbound IVR Virtual Call Center Seamless Data Data CRM ERP Integration Warehouses Web Accessible Data Integration
  • 7. The IVR experience is just as important as the technology. User-centered design methodologies, evaluation tools, and best practices will deliver better IVR experiences and business results.
  • 8. Let s Face it: Many People Hate IVRs… 1) You are asked by the agent to repeat information that you already provided. 2) You are made to listen to several minutes of nonsense before you are offered anything that you care about. 3) You are made to wait a long time only to be routed to an agent who doesn t know who you are or what you want. 4) You wait a long time only to discover that you are in the wrong queue. 5) You are bounced from one IVR system to another IVR system.
  • 9. But They Like Good Automation Good automation:! •  Knows who you are… •  Caters to your preferences… •  Anticipates your needs… Your order has •  Respects your time… been confirmed! Need Help?! 888-692-6435! •  Serves you quickly! ! And now… knows WHERE you are
  • 10. Waterfall Mobile Overview !  Founded August 2005 !  Offices in San Francisco (HQ), New York City and Austin, TX !  Backed by $6B software fund Vista Equity Partners !  Cross-channel mobile & social CRM
  • 11. Channel Overview SMS IVR Social Success comes down to execution
  • 12. SMS Execution How to create interactivity and immediacy: 1)  Include time sensitivity in your messaging SMS is an 2)  Integrate a clear call to action interactive and informing next steps immediate form of 3)  Focus on driving customer lifetime value as opposed to communication. one-off engagement 4)  Use language appropriate for the text message environment 5)  Mind time of day when delivering messages
  • 13. IVR Execution Poor experience includes: 1)  Asked to repeat information that you already provided The IVR 2)  Made to listen to several minutes experience is just of non-substantive filler as important as 3)  Made to wait a long time only to be routed to an a agent the technology. 4)  Wait a long time only to discover that you are in the wrong queue 5)  Bounced from one IVR system to another
  • 14. Social Execution Focus areas: 1)  Dedicate resources to listening to social conversations 2)  Generate one-to-many Social media is a conversations with the desired give and take means audience to engage a desired 3)  Use multimedia resources to invigorate your social ecosystem audience. 4)  Address negative feedback honestly rather than covering up 5)  Embrace social across your organization
  • 15. 5 Steps For Integrating SMS, IVR & Social Address the low hanging fruit Drive innovation with multiple channels Share data across channels Use data to inform and iterate Develop ongoing personalized conversations
  • 16. 1) Address The Low Hanging Fruit Collect data via multiple Integrate calls to action channels across media
  • 17. Case In Point: Stella Artois Multichannel commitment increases # of eyeballs & campaign trust
  • 18. 2) Drive Innovation With Multiple Channels Roadmap 1)  Assess each individual channel to understand how it interrelates with others. 2)  Understand each channel’s role within a multichannel campaign 3)  Preplan the follow- up strategy
  • 19. Case In Point: Jay Z Decoded 2011 Multi-platform search experience and interactive game to decode Jay-Z s life and lyrics 1)  Pre-book launch, every page released to the public using encoded pages placed in strategic locations 2)  Fans decoded pages over the course of a month 3)  Clues found in person or online via Bing.com 4)  Text in unique game code from found and decoded pages 5)  Credit for decoding awarded online upon which players could share via social media sites 6)  Participants also entered to win various prizes including NYE Jay-Z concert
  • 20. 3) Share Data Across Channels Moving from multichannel to cross-channel marketing Multichannel marketing puts customers and data as recipients of multi-pronged communication strategy. CUSTOMERS CHANNELS BRAND Cross-channel marketing puts customers and data at the center of an integrated communication strategy.
  • 21. Case In Point: PayNearMe Partnership between PayNearMe and 7-Eleven 1)  Allows for the purchase of online goods using zero cash or credit cards on hand. 2)  Users execute a purchase using their PayNearMe account and later settle the balance in person at a local retailer like 7-11. 3)  Account holders can check account balance, transaction history, and payments history in real time via the web, IVR and SMS. 4)  User-centric CRM, with user information shared and updated across SMS, IVR and online simultaneously.
  • 22. 4) Use Data To Inform And Iterate Subscriber Data Operational Data Segmentation points about Analysis of subscriber individual subscribers, such behavior in aggregate, such as date of birth, gender, as opt out rates, open rates, zip code, shoe size inventive level Strategy: Send the right message, at the right time, to the right person, in the right place in the optimal format
  • 23. Case Almost Point: Assorted Campaigns Stop marketing – create personalized engagement instead
  • 24. 5) Develop Ongoing Personalized Conversation SMS, IVR and social communication should replicate consumer conversation. 1)  Interactive 2)  Ongoing 3)  One channel picks up where another leaves off 4)  One-to-many communication moves to one-to-one
  • 25. 5) Case Almost Point: PETA Use collected data to personalize the conversation
  • 26. Key Takeaways Disseminate calls to action across media Grab the low hanging fruit Drive campaign innovation Use multiple channels Develop a cross-channel perspective Integrate SMS/IVR/Social data Determine messaging strategy from data Optimize to the user Deepen engagement and insight over time Create conversations •  The result: Delight your customers by delivering the right message, at the right time, to the right person, in the right place in the optimal format.
  • 27. Q&A Kane Russell Vice President of Marketing, Waterfall Mobile krussell@waterfallmobile.com Resources: Blog | eBooks Amy Brennan Marketing Manager, Angel abrennan@angel.com Resources: Blog | Mobility White Paper